Driving Results with Your Bank's Data

David Carlson

David Carlson, Senior Vice President with Haberfeld Associates, has worked with clients for more than 12 years to implement and sustain system activities that allows them to see significant growth. He leads consulting meetings with Haberfeld client executive teams, helping them identify opportunities for increased growth and profitability. David also presents at many bank-wide rallies and training meetings on topics such as new customer acquisition strategies, sales and marketing initiatives, revenue enhancement, strategic planning and team development. David holds a Bachelor of Science degree in Business from the University of Nebraska.

David's Other Events

OnDemand

As the race for core customers, core deposits, and expanded customer relationships intensifies, it is imperative to have your bank positioned for growth. In the age of analytics and informed decision-making, banks have a largely untapped source of internal data. We know where our current customers live and operate their businesses, and we have access to internal product and service utilization. Given this wealth of information, why aren’t more organizations utilizing it to improve results?

During this session, we will explore specific and actionable strategies to use internal data to:

Grow core customers

Increase core deposits, and

Deepen customer relationships.

Covered Topics

How big data can effectively be deployed to target prospective customers

Specific and actionable strategies to use internal data to increase core deposits, fee income and product utilization

How to enhance internal execution with customers and prospects

Who Should Attend?

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